13F-HR filed by Darden Wealth Group Inc
Darden Wealth Group Inc filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-09, with 148 holding rows worth $206,117,449.
- Accession
- 0002011221-26-000001
- Filer
- CIK 2011221
- Filed
- 2026-02-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 148 entries on the cover page, a total value of $206,117,449 stated on the cover page (in dollars after the unit check, H1), rows summing to $206,117,450 with VALUE read as dollars as filed, 13F file number 028-23733. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 180,122 | $33,592,916 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 35,612 | $11,146,789 | dollars as filed | |
| Apple Inc | 037833100 | COM | 34,876 | $9,481,554 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 18,536 | $8,964,645 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,463 | $7,724,151 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 22,209 | $7,686,710 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 107,082 | $7,470,040 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,875 | $4,667,775 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 9,025 | $4,230,559 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 79,647 | $4,050,894 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 10,376 | $2,961,482 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 22,574 | $2,957,871 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 151,629 | $2,762,682 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 8,021 | $2,554,946 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 3,719 | $2,506,508 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 46,920 | $2,373,257 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 12,207 | $2,238,764 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 7,563 | $2,235,703 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 14,045 | $1,982,415 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,835 | $1,871,355 | dollars as filed | |
| IJH | 464287507 | COM | 28,277 | $1,866,306 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,625 | $1,790,479 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 10,374 | $1,742,257 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,977 | $1,699,747 | dollars as filed | |
| SERIES PORTFOLIOS TR | 81752T528 | ELDRIDGE BBB B | 63,135 | $1,671,815 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 14,898 | $1,637,466 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,123 | $1,633,986 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,182 | $1,599,432 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 4,405 | $1,586,502 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 13,130 | $1,577,985 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 4,045 | $1,574,376 | dollars as filed | |
| Boeing Company | 097023105 | COM | 7,050 | $1,530,696 | dollars as filed | |
| VTI | 922908769 | COM | 4,501 | $1,509,286 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,670 | $1,505,059 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 8,151 | $1,501,414 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 15,922 | $1,365,697 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 26,718 | $1,302,514 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,039 | $1,252,796 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,168 | $1,250,147 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,271 | $1,239,530 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,856 | $1,213,026 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 11,004 | $1,212,172 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,125 | $1,209,015 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 23,761 | $1,199,021 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 17,551 | $1,179,806 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 13,026 | $1,165,306 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 29,670 | $1,130,724 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,775 | $1,091,040 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,023 | $909,784 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,928 | $875,952 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 4,054 | $868,220 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,482 | $854,223 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 19,333 | $828,818 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 5,868 | $802,359 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 13,475 | $801,763 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12,515 | $781,849 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 17,243 | $770,977 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,177 | $738,190 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,789 | $729,891 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,700 | $717,502 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 831 | $716,774 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,121 | $667,691 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 8,316 | $667,608 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,795 | $645,716 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 11,300 | $643,648 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 11,225 | $642,519 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 8,394 | $641,973 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 9,200 | $638,664 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,759 | $617,128 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 12,477 | $602,923 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 25,903 | $596,417 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,470 | $593,995 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,046 | $593,696 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,881 | $579,404 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4,003 | $576,313 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 4,539 | $557,127 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 2,522 | $541,600 | dollars as filed | |
| SPDR SERIES TRUST | 78468R523 | ST STR BL 12 ETF | 5,209 | $516,837 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,970 | $506,270 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,504 | $492,274 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,347 | $485,712 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,353 | $480,661 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,393 | $475,409 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 8,112 | $471,469 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 580 | $469,406 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 6,538 | $469,167 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 4,701 | $462,203 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 6,886 | $443,596 | dollars as filed | |
| VWO | 922042858 | SHS | 8,184 | $439,972 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 402 | $430,707 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,006 | $428,948 | dollars as filed | |
| SCHD | 808524797 | COM | 15,319 | $420,221 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,350 | $417,196 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,772 | $412,200 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 4,233 | $402,516 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 9,500 | $392,065 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,510 | $389,711 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,331 | $372,690 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 57,000 | $351,690 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,120 | $340,478 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 1,960 | $338,766 | dollars as filed | |
| BOEING CO | 097023204 | DEP CONV PFD A | 4,900 | $338,394 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 1,130 | $337,179 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 1,600 | $327,808 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,710 | $327,568 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 4,300 | $326,413 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,187 | $318,472 | dollars as filed | |
| ETFIS SER TR I | 26923G822 | VIRTUS INFRCAP | 14,716 | $317,142 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 3,100 | $316,138 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 880 | $310,807 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 630 | $304,712 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 150 | $302,139 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,371 | $301,467 | dollars as filed | |
| INNODATA INC | 457642205 | COM NEW | 5,801 | $295,561 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 1,775 | $295,289 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 7,776 | $293,700 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 510 | $292,274 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 2,000 | $272,740 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 5,796 | $269,777 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,133 | $268,028 | dollars as filed | |
| ISHARES U S ETF TR | 46431W648 | U.S. TECH INDEPD | 2,600 | $264,134 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,705 | $261,905 | dollars as filed | |
| TCW ETF TRUST | 29287L700 | FLEXIBLE INCOME | 6,500 | $257,400 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,700 | $246,092 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 1,907 | $245,759 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 430 | $245,190 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 2,865 | $239,815 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 349 | $239,044 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U703 | FT VEST LADDERED | 8,202 | $231,650 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,032 | $231,181 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 400 | $226,544 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 600 | $211,962 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 2,960 | $211,505 | dollars as filed | |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | 46139W858 | ETF | 10,000 | $208,750 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 11,000 | $207,185 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 10,000 | $206,000 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 683 | $205,781 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 850 | $205,607 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 220 | $205,324 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,196 | $204,576 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 12,000 | $203,040 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 520 | $202,290 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,675 | $201,570 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 5,670 | $201,342 | dollars as filed | |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 46138J429 | ETF | 12,000 | $200,340 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430396 | JUST US LRG CP | 2,070 | $200,201 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 6,300 | $200,151 | dollars as filed | |
| SACHEM CAP CORP | 78590A109 | COM | 25,000 | $26,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002011221-26-000001 | this filing | 2026-02-09 | acceptance time not in the bulk data set |